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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Don Edgerton who wrote (147603)	11/18/1999 8:49:00 AM
From: edamo	Read Replies (1) \| Respond to of 176387

don....re: "dell taking it in the shorts" the achilles heel of the "perfect" dell model is in the downstream supply chain. "perfection" must be maintained with all the links. the bigger the "perfect" model becomes, the more stress on the links. a fault in the link is not as simple as replacing the weak link, as the seldom exists a strong enough substitute to put in the chain. "perfect" models work in the best of times.......dell not the originator, just an excellent executor of a forty year old model... dell not truly in control of their fate....too many "strong" suppliers can alter dell future... dell stock boring because dell has not exhibited any visionary alliances as in gtw/aol, ibm/sbc, cpq/c+w........markets like perceived forward thinking........dell just cranking out boxes...

To: Don Edgerton who wrote (147603)	11/18/1999 10:27:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 176387

You have pointed out the type of valuation distortion that permeates this market. PEG distortions abound with AOL, SUNW, SEBL, CSCO and numerous other companies. GE, DELL and a number of others companies are rationally priced. Eventually, there will be a sharp correction of these pricing anomalies in the market. Analysts are spurring these parabolic price increases with ever higher price targets for companies that simply do not have the earnings or earnings growth to grow into their stock prices. Much of the market is now rushing into stocks which are simply momentum plays. RHAT now has a market cap of 8 billion dollars based on no earnings and little revenue from sales of freeware. They hope to make money off of service and support contracts.<g> It is very interesting and very dangerous time in the stock market IMO.

To: Don Edgerton who wrote (147603)	11/18/1999 10:40:00 AM
From: Chuzzlewit	Read Replies (4) \| Respond to of 176387

Thread, A point we should all bear in mind: DELL's reporting period ended at the end of October. Other box makers end their accounting period in September, so the effects of the higher DRAM prices are likely to be manifest for Dell's competitors in the next earnings report. If so, we may see continuing weakness in the DELL's stock price when the numbers are reported in January. I think this may create a huge buying opportunity. If I see that weakness materialize I will consider selling a bunch of deep in the money intermediate term naked puts. Any comments? TTFN, CTC PS. Anybody watching CTXS today? <VBG>